Oracle CRM On Demand Documentation Library: Portfolio

Oracle Web Services On Demand Guide > Oracle CRM On Demand Objects Accessible Through Web Services > Financial Services Edition Parent Objects (Web Services v2.0) >

Portfolio

The portfolio object allows you to define and record details about the collection of financial services that you can provide to an account. Financial services include loans, credit cards, insurance, general banking, and so on.

Parent Objects

Contact, CustomObject, Household

Child Objects

Contact, Financial Account, Financial Plan, Team.

Methods Called

Table 722 details the methods called by the Portfolio service.

Table 722. Methods Called by Portfolio Service
Method	Name as Defined in Service
Delete	PortfolioDelete
Execute	PortfolioExecute
Insert	PortfolioInsert
QueryPage	PortfolioQueryPage
Update	PortfolioUpdate

Fields

Table 723 details the read-only fields for the portfolio object.

Table 723. Required and Read-Only Fields on the Portfolio Object
Field Name	Type
PortfolioId	Read-only
Owner	Read-only
OwnerId	Read-only
PrimaryContact	Read-only
Audit Fields	Read-only

Table 724 details the pickmap fields for the portfolio object.

Table 724. Pick Map Fields for the Portfolio Object
Pick Map Field	Maps To
InstitutionExternalId	InstitutionId
InstitutionIntegrationId	InstitutionId
InstitutionName	InstitutionId
InstitutionLocation	InstitutionId
Product	ProductId
ProductExternalId	ProductId
ProductIntegrationId	ProductId

Table 725 provides a list of the user key combinations for the portfolio object.

Table 725. User Key Fields on the Portfolio Object
User Key Field Combinations
AccountNumber and ProductId
Id
ExternalSystemId

Table 726 details the picklists available for the portfolio object.

Table 726. Picklists Available for the Portfolio Object
Field Name
AccountType
Status
TermUnit

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